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First Trust Dow Jones Global Select Dividend Index Fund

173 hedge funds and large institutions have $628M invested in First Trust Dow Jones Global Select Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

88% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 42

16% more capital invested

Capital invested by funds: $544M → $628M (+$84.8M)

8% more funds holding

Funds holding: 160173 (+13)

0.84% more ownership

Funds ownership: 61.5%62.34% (+0.84%)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
24
Increased
79
Reduced
42
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$101M +$9.03M +305,440 +10%
Wells Fargo
2
Wells Fargo
California
$80.9M +$12.5M +423,527 +19%
Raymond James Financial
3
Raymond James Financial
Florida
$43.5M +$13.7M +464,855 +48%
Ameriprise
4
Ameriprise
Minnesota
$39.5M -$12.1M -407,786 -24%
Morgan Stanley
5
Morgan Stanley
New York
$33.6M +$117K +3,948 +0.4%
FMLI
6
Fukoku Mutual Life Insurance
Japan
$32.2M
AWM
7
AE Wealth Management
Kansas
$26.8M +$442K +14,937 +2%
UBS Group
8
UBS Group
Switzerland
$24.2M +$942K +31,849 +4%
Bank of America
9
Bank of America
North Carolina
$20.6M +$3.1M +104,786 +18%
PNC
10
Park National Corp
Ohio
$16M +$391K +13,215 +3%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$15.8M +$1.1M +37,346 +8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.2M -$1.01M -34,146 -7%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.3M +$3.88M +131,179 +48%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$10.8M +$1.19M +40,251 +13%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$9.04M +$3.83M +129,561 +77%
Jane Street
16
Jane Street
New York
$8.77M +$6.23M +210,828 +267%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$6.24M +$1.09M +36,862 +22%
IWM
18
IMG Wealth Management
Florida
$5.92M +$741K +25,063 +15%
SFPG
19
Stonebridge Financial Planning Group
Florida
$5.79M +$1.49M +50,443 +36%
FWM
20
ForthRight Wealth Management
Georgia
$5.35M +$62.8K +2,124 +1%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$4.81M +$1.04M +35,155 +28%
LIA
22
Lynx Investment Advisory
District of Columbia
$4.15M -$266K -9,000 -6%
OL
23
Owen LaRue
Kentucky
$3.85M +$474K +16,019 +14%
SW
24
SMART Wealth
Nebraska
$3.75M -$214K -7,250 -6%
CP
25
Creekside Partners
California
$3.53M +$32.4K +1,095 +0.9%